personal banking advisor

KeyBank

<div>Location:
6666 North Ridge Road - Madison, Ohio 44057
Job Summary 
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. 
 
Essential Functions<ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).</li><li>
Developing strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.</li><li>
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.</li><li>
Support of branch operations including assisting with client transactions on the Teller line as needed.</li><li>
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
High School Diploma , GED or equivalent business experience (required) or</li><li>
Bachelor's Degree (preferred)</li></ul> 
Work Experience<ul><li>
Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)</li><li>
Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)</li><li>
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)</li><li>
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)</li><li>
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)</li><li>
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)</li></ul> 
Licenses and Certifications<ul><li>
Notary License (preferred)</li></ul> 
Skills<ul><li>
Is knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients&rsquo; financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.</li><li>
Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.</li><li>
Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.</li><li>
Understanding and managing risks associated with banking operations and client transactions.</li><li>
Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.</li><li>
Accurate and efficient handling of cash transactions.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul> 
Driving Requirements<ul><li>
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.</li></ul> 
Work Location Category<ul><li>
Branch</li></ul>
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</div>

Personal Banker

WesBanco Bank, Inc.

<div>SUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.

ESSENTIAL FUNCTIONS:

Excellent Customer Service

Business development (inside and outside)

Relationship building

Cross-selling of Bank's products and services

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Personally models the standards of the Bank's Mission, Vision, and Pledge.

Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.

Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.

Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.

Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.

Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.

Sets priorities and follows through on the implementation of the defined sales and service activities.

Promotes company products and services in the community to assist in the continuing growth of the Bank.

Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.

Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.

Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.

Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.

Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.

Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.

Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Other duties may be assigned.

OTHER SKILLS AND REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.

Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.

Strong consumer lending skills are preferred with a solid understanding of consumer lending products.

Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.

Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Sound mathematical and analytical skills preferred.

Must have excellent organizational skills and the ability to multi-task and to be flexible.

Ability to lift and carry up to 25 lbs.

Must be available to work all hours of operations.
Requirements:
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.</div>

Personal Banker - Ohio Valley Plaza

Frost

<div></div><div>It&rsquo;s about interactions more than transactions.
Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?
At Frost, it&rsquo;s about more than a job. It&rsquo;s about having a flourishing career where you can thrive, both in and out of work. At Frost, we&rsquo;re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you&rsquo;ll become part of Frost&rsquo;s over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Personal Banker I, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They&rsquo;re empathetic problem-solvers who consistently deliver our kind of banking experience&mdash;the kind that makes people want to stop by the bank and say hello.
What you&rsquo;ll do:<ul><li>
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards</li><li>
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues</li><li>
You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment</li><li>
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures</li><li>
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions</li><li>
Manage risk while actively practicing loss prevention</li><li>
Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies</li><li>
Develop relationships with clients. Desire to be their point of contact &ndash; they know your name and you know theirs</li><li>
Provide advice and guidance and help people along their financial journey</li><li>
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes</li></ul>
What you&rsquo;ll need:<ul><li>
Required Availability: Monday&ndash;Friday, 7:45am&ndash;6:15pm with Rotating Saturdays, 8:45am&ndash;1:15pm</li><li>
Exceptional customer service skills</li><li>
Proficiency in Microsoft applications</li><li>
Excellent written and verbal communication skills</li></ul>
Additional Preferred Skills:<ul><li>
Cash-handling experience</li><li>
College hours</li><li>
Experience in dealing with fraud, protecting customers&rsquo; money, and build trust so clients feel comfortable and safe</li></ul>
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:<ul><li>
Medical, dental, vision, long-term disability, and life insurance</li><li>
401(k) matching</li><li>
Generous holiday and paid time off schedule</li><li>
Tuition reimbursement</li><li>
Extensive health and wellness programs, including our Employee Assistance Program</li><li>
Referral bonus program + more!</li></ul>
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it&rsquo;s about being part of something bigger. If this sounds like you, we encourage you to apply and see what&rsquo;s possible at Frost.
#LI-DW1</div>

PERSONAL BANKER I

UMB Financial Corporation

<div>Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB&rsquo;s branches offer many opportunities to expand your financial education &amp; grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you&rsquo;ll play an important role in achieving UMB&rsquo;s business objectives, we&rsquo;re committed to helping you achieve your own goals. As a Personal Banker, you&rsquo;ll receive extensive training on UMB&rsquo;s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.<div>
How you will spend your time: 
<ul><li>Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs</li><li>Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks</li><li>Achieving your daily key performance metrics while balancing competing priorities</li><li>Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards</li><li>Other job duties as assigned</li></ul></div><div> 
We&rsquo;re excited to talk to you if: 
<ul><li>You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes</li><li>You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives</li><li>You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes</li><li>You demonstrate attention to detail whether completing documents or explaining features and benefits</li><li>You have a HS Diploma or equivalent</li><li>You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience</li><li>You have reliable transportation and ability to work branch hours, including weekends and some evenings</li><li>You have the ability to obtain NMLS registration within 90 days</li></ul></div> 
Compensation Range:
$29,530.00 - $56,950.00
The posted compensation range on this listing represents UMB&rsquo;s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more? 
You're more than a means to an end&mdash;a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.</div>

Personal Banker I

BMO Financial Group

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>05/11/2026
Address:
460 Brunswick Rd.
Job Family Group:
Retail Banking Sales &amp; Service
Bilingual in English and Spanish Language is preferred.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Associate Banker

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>05/28/2026
Address:
228 S Main Street
Job Family Group:
Retail Banking Sales &amp; Service
Spanish speaking required
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
Spanish speaking required
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

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